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Spring Cleaning Your Retirement Accounts with Kristin Thompson

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Aug 17

Spring Cleaning Your Retirement Accounts with Kristin Thompson

You did the right thing and immediately enrolled in your employer 401k.

By The Pledgettes

When and where

Date and time

Tue, August 17, 2021, 6:00 PM – 7:00 PM MDT

Location

Online

Refund Policy

Contact the organizer to request a refund.
Eventbrite's fee is nonrefundable.

About this event

Now you have switched jobs a few times and don't know what to do with your previous plan. Join this discussion to get a better understanding of your options, learn the difference between traditional 401k and Roth 401k and the items to consider when creating the best retirement savings strategy for yourself.

The driving force behind Kristin’s excellent service to her clients is strong relationships. With her compassionate and understanding approach to financial advising, she spends time truly getting to know her clients. Together, they create a strategy that reflects each individual’s unique goals and dreams, while helping to relieve the stress and anxiety that often surrounds money. She works with a diverse group of clients, but especially enjoys guiding women in their financial journey, helping them learn how to protect, save and invest in their futures. After earning a degree in mathematics from the University of Illinois at Urbana-Champaign, Kristin joined the Renaissance team in the fall of 2011, where she quickly began to stand out among her peers, winning the Renaissance Financial’s Columbus Award* in 2012 for her genuine interest and commitment to the growth of the company. In 2014, she qualified for the Securian financial services Excellence in Performance Award*, which recognizes new financial professionals in their first three years who also qualify for MDRT, and in 2015 she was named the Renaissance Silver Advisor of the Year*. Kristin holds a Life, Accident, and Health Insurance Agent license, as well as FINRA Series 7 and 66 registrations. She continued her commitment to excellence and client advocacy by earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2017. In addition to her work at Renaissance, Kristin has been recognized multiple times for her leadership and contributions to the St. Louis community. In 2013, she was inducted as a member of the Regional Business Council’s Young Professionals Network Leadership 100, and was selected to join the 2015-2016 class of the FOCUS Leadership St. Louis Program, where she joined other civic-minded business and nonprofit leaders from across the region in exploring issues such as economic development, education, social services, and the arts. In 2018, Kristin was recognized as a future leader in the area by being named a St. Louis Business Journal 30 Under 30 honoree. Kristin also stays active in her community as a board member for College Bound and the St. Louis County Library Foundation, organizations through which she hopes to help inspire the next generation and keep them on track for success. Kristin grew up in St. Louis and lives in the city with her husband, Zach. Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc. *Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

Tags

  • Online Events
  • Online Classes
  • Online Business Classes
  • #retirement
  • #retirementsavings
  • #retirement_planning
  • #retirement_seminar
  • #retirement_income
  • #retirement_options
  • #retirement_strategies
  • #retirement_plans
Event ended

Spring Cleaning Your Retirement Accounts with Kristin Thompson


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The Pledgettes

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